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Case Management Checklist, File Review Corrective Action Form and Attendance note


Forms and precedents

5 May 2015

The Law Society

13 pages

Case Management Checklist, File Review Corrective Action Form and Attendance note



A case management checklist, file review corrective action form and attendance note to assist firms in reviewing files as per outcome 7.8 of the SRA Code of Conduct 2011 which requires you to have a system that includes 'the regular checking of the quality of work by suitably competent and experienced people'.

The terms under which this template document may be used are set out in clause 7 of the Law Society's Terms & Conditions of Business.

View specimen form